Estate Accounting Attorneys in New York City

Attorney Albert Goodwin

We are estate accounting attorneys in New York City. We have been practicing since 2008. We have handled all facets of estate accountings for our clients. We both put together accountings and contest accountings.

Estate accounting functions as the cornerstone of our practice. We continuously enhance our technical command of classification rules, schedule construction, highly detailed financial alignments and court interactions.

When an estate must prepare and file a court-mandated accounting, it can be a daunting process, especially if issues arise that call the accounting into question.

Our experienced New York, NY accounting attorneys assist in preparing accurate, complete, and compliant accountings that withstand court scrutiny. We evaluate complex financial statements and transaction records to assemble formalized Estate Accounting Forms. We also help executors and administrators interpret accounting rules and procedures correctly – pinpointing mistakes before filing to avoid costly delays and other hiccups.

Additionally, we represent estates facing contested accountings due to errors or inaccurate presentations of estate finances and distributions. We scrutinize questionable aspects of submitted accountings prepared by less skilled practitioners, then develop compelling legal arguments to defend your estate’s interests before the Surrogate’s Court. With deep insight into trustee responsibilities as well as transaction tracing and documentation rules, we identify weaknesses that can render parts or entire opposing accountings invalid.

You can call us at 212-233-1233 or send us an email at [email protected] to discuss your situation.

Our Estate Accounting Services

As experienced New York estate accounting attorneys, we provide complete accounting preparation and filing assistance or serve as advisors guiding you through the process yourself. Key areas where we support clients include:

  • Analyzing finances and transactions

    We thoroughly review all account records, like bank statements, brokerage reports, receipts, bills, and deeds. Our lawyers then comprehensively track cash inflows and outflows over the estate administration period. We also classify and document all transactions under the court’s accounting categories.

  • Preparing accounting forms and schedules

    Next, we compile the transaction analysis onto proper Accounting Forms and schedules. We ensure the Forms adhere precisely to New York requirements. The schedules provide tailored itemizations of expenses, distributions, assets sold, and more.

  • Ensuring accuracy and compliance

    Our lawyers double-check totals, reconciliations and supporting details. We fix mathematical inconsistencies and reclassify transactions that don’t adhere to rules. This ensures full accuracy and compliance before filing with the Surrogate’s Court.

  • Contesting accountings

    We also represent estates facing accountings with glaring errors or discrepancies from less qualified preparers. We work swiftly to get erroneous accountings amended or thrown out completely.

Why Choose Us as Your New York City Estate Accounting Attorneys

As veteran estate accounting attorneys based in New York City, we intimately understand the wealth documentation and transactions tracing our local courts require before approving final estate accountings. We’ve spent years mastering compliant procedures and proper presentation formats to expedite clients’ accounting cycles.

With an A+ rating from the BBB and outstanding reviews from past clients, rely on our experienced accounting lawyers for the best chance of sailing through the Surrogate’s Court’s evaluation without extended back and forth.

  • In-depth accounting knowledge

    You can rely on our seasoned legal team’s intricate understanding of estate accounting procedures and forms. We keep up-to-date on the latest rule changes so your accounting filings remain fully compliant.

  • Years of New York City-specific experience

    Since 2008, we have prepared estate accountings specifically for New York Surrogate’s Courts’ expectations. We understand exactly how judges want to see transactions classified and documentation presented.

  • We handle the calculations and documentation for you

    We do the estate accounting heavy lifting, including gathering all records necessary, tracking and tallying complex finances, meeting strict documentation standards, and constructing accurate schedules and forms. This saves executors substantial administrative headaches.

  • Strong Record with New York Courts

    Over 15+ years, we’ve developed best-practice accounting techniques that satisfy judges and withstand scrutiny upon filing. We also argue improper accountings successfully using our command of filing requirements.

Frequently Asked Questions

  • What is included in an estate accounting?

    An estate accounting provides a detailed record of all financial transactions during estate administration, including asset inventory, income received, expenses paid, and distributions made.

  • How long does an estate accounting take?

    The typical timeline is 2-4 months for preparation and filing, with additional time for court review based on case complexity.

  • When is an estate accounting required?

    Estate accountings are typically required when beneficiaries request them, when ordered by the court, or when needed to close complex estates.

Do not risk missteps, delays, or potentially higher taxes over mishandled accountings. Connect with our reliable NYC estate accounting lawyers today to ensure efficient accounting filings or challenge questionable accountings by less qualified advisors. We cover Manhattan, Brooklyn, Queens, Bronx, Staten Island, Nassau County, Suffolk County and Westchester County. You can call us at 212-233-1233 or send us an email at [email protected].

Attorney Albert Goodwin

Law Offices of
Albert Goodwin, PLLC
31 W 34 Str, Suite 7058
New York, NY 10001

Tel. 212-233-1233

[email protected]

About the Author

Albert Goodwin, Esq. is a licenced New York attorney with over 15 years of courtroom experience. His extensive knowledge and expertise make him well-qualified to write authoritative articles on a wide range of legal topics.

Contact Us









Albert Goodwin gave interviews to and appeared on the following media outlets:

ProPublica Forbes ABC CNBC CBS NBC News Discovery Wall Street Journal NPR

Client Reviews

Verified feedback from our clients

Mr. Goodwin is everything you want in an attorney: professional, honest, thorough, and genuinely caring. He always explains things clearly, so I understood exactly what was happening and what to expect next. His attention to detail and persistence really stood out. Looking back, I feel lucky to have found him. He guided me through the whole process expertly, and I deeply appreciate all his hard work. Would definitely recommend him to anyone needing legal help.

Sarah M

Legal Services

Thanks to Mr. Albert Goodwin's hard work and smart thinking, I finally won my case, which has been a long time coming. He figured out solutions that no one else could see. I'm really impressed by his strong ethics - something that's rare these days. As my lawyer, he went above and beyond what I expected. I'm so grateful I found him and would definitely recommend him to anyone needing legal help.

Lawrence H

Estate Law

From our first meeting, I knew I was in great hands with Albert and his associate Katrina. They handled my case with incredible skill and efficiency, even though they took it over from another firm. What impressed me most was how quickly Albert responded to my questions with honest, clear answers - no sugarcoating, just straight talk. They managed a huge workload under tight deadlines, and their fees were very reasonable for such high-quality work. Beyond his legal expertise, Albert's wit and personality made a difficult process much easier to handle. I'm deeply grateful for their hard work and would absolutely choose them again. If you need legal help in New York, you won't find better representation than Albert's firm.

Adam F

Estate Litigation

VIEW MORE
New York State Bar Association Member Badge New York City Bar Association Member Badge American Bar Association Member Badge Avvo Rated Attorney Badge